AI Essentials for Emerging Agents: Growth Opportunities, Operational Wins & Risk Management

Artificial intelligence is no longer a future concept—it’s already reshaping how insurance agencies work, market, and grow. From boosting efficiency to improving client communication, AI brings powerful new opportunities. But with those opportunities come new operational challenges and potential E&O exposures that agencies can’t afford to ignore.

Join Dale Steinkey, Agent for the Future Advisor at Liberty Mutual for this engaging course that cuts through the buzzwords to show you what AI really means for insurance agencies today. You’ll explore AI fundamentals, real‑world and emerging use cases in agency operations, and practical strategies for putting smart guardrails in place. Most importantly, you’ll learn how to adopt AI responsibly—so it supports growth, not risk.

Walk away with actionable tactics, clearer policies, and the confidence to integrate AI into your agency while protecting compliance, professionalism, and your E&O position.